BGHSX vs. SPY
Compare and contrast key facts about BrandywineGLOBAL - High Yield Fund (BGHSX) and SPDR S&P 500 ETF (SPY).
BGHSX is managed by Franklin Templeton Investments. It was launched on Dec 3, 2014. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGHSX or SPY.
Correlation
The correlation between BGHSX and SPY is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BGHSX vs. SPY - Performance Comparison
Key characteristics
BGHSX:
3.08
SPY:
1.01
BGHSX:
5.59
SPY:
1.40
BGHSX:
1.75
SPY:
1.19
BGHSX:
5.23
SPY:
1.57
BGHSX:
20.49
SPY:
6.03
BGHSX:
0.45%
SPY:
2.19%
BGHSX:
3.01%
SPY:
13.11%
BGHSX:
-18.15%
SPY:
-55.19%
BGHSX:
-0.67%
SPY:
-6.56%
Returns By Period
In the year-to-date period, BGHSX achieves a 0.81% return, which is significantly higher than SPY's -2.28% return. Over the past 10 years, BGHSX has underperformed SPY with an annualized return of 2.43%, while SPY has yielded a comparatively higher 12.62% annualized return.
BGHSX
0.81%
-0.48%
3.42%
9.02%
3.80%
2.43%
SPY
-2.28%
-4.83%
4.87%
13.79%
15.79%
12.62%
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BGHSX vs. SPY - Expense Ratio Comparison
BGHSX has a 0.54% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
BGHSX vs. SPY — Risk-Adjusted Performance Rank
BGHSX
SPY
BGHSX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BrandywineGLOBAL - High Yield Fund (BGHSX) and SPDR S&P 500 ETF (SPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BGHSX vs. SPY - Dividend Comparison
BGHSX's dividend yield for the trailing twelve months is around 6.81%, more than SPY's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGHSX BrandywineGLOBAL - High Yield Fund | 6.83% | 7.39% | 6.95% | 6.34% | 3.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
BGHSX vs. SPY - Drawdown Comparison
The maximum BGHSX drawdown since its inception was -18.15%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BGHSX and SPY. For additional features, visit the drawdowns tool.
Volatility
BGHSX vs. SPY - Volatility Comparison
The current volatility for BrandywineGLOBAL - High Yield Fund (BGHSX) is 0.68%, while SPDR S&P 500 ETF (SPY) has a volatility of 5.10%. This indicates that BGHSX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.